Our team are very excited to launch our new personalised Client Wealth Portal which will help you connect all aspects of your financial world in one convenient place.
Designed with our clients needs in mind, you can use the wealth portal to:
- Keep track of your investments, super, properties, loans, insurances, estate planning and much more
- Go paperless with digital document signing
- Help you with budgeting and cashflow management
- Set goals and track your progress towards achieving these
- Make tax time easier to manage
You can be confident that your important information is safe. The Client Wealth Portal utilises bank level security to protect your private details. More information on Your Portal’s Security Features
Take control of your finances today by registering to access the Client Wealth Portal.
My Prosperity App
We recommend downloading the ‘My Prosperity’ app on your smart phone so that you can access your Client Wealth Portal easily.
The My Prosperity app is available in the Apple App Store or you can get it on Google Play.